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Advisors Inner Circle Fd Iii shares owned by Creative Planning

Quarter-by-quarter ownership of Advisors Inner Circle Fd Iii (DEMZ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Advisors Inner Circle Fd Iii

Tip: Access up to 7 years of quarterly data

All positions including Advisors Inner Circle Fd Iii held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Inner Circle Fd Iii by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 57k 42.66
2025-09-30 $2.4M 57k 41.80
2025-06-30 $2.2M 56k 38.96
2025-03-31 $1.9M 56k 34.19

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
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Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Advisors Inner Circle Fd Iii

Envestnet Portfolio Solutions
Creative Planning
Advisor Group Holdings
MCF Advisors
Accordant Advisory Group
Laird Norton Tyee Trust
First Heartland Consultants
Stephenson National Bank & Trust
AdvisorNet Financial
Bank of New Hampshire
Financially Speaking
First Pacific Financial
Us Bancorp
Mendota Financial Group
Royal Bank of Canada

View all funds holding Advisors Inner Circle Fd Iii